Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
ReferenceEdge is the only Salesforce-native app that makes it easier to manage your customer reference program. ReferenceEdge is a Salesforce-native application that enables sales and marketing teams to track who is a reference, what use cases they are used for, and how often. ReferenceEdge allows users to search for references using keywords and filters; automate reference requests; analyze program metrics in real time; manage and share customer information; and much more. ReferenceEdge is a tool that helps you win more deals by improving your sales and marketing efficiency.
Description
Referent is an AI-native legal practice management platform that helps law firms automate routine operations across clients, matters, tasks, documents, email, and calendars. The platform uses legal AI agents to handle work that would normally require manual data entry, CRM updates, follow-ups, filing, and coordination. Referent can run pre-matter workflows by collecting context, organizing inquiry details, preparing proposals, and sending payment links. Its integrations with Gmail, Google Calendar, and Google Drive allow the system to file emails, sync meetings, make documents searchable, and connect firm communications to the right matter. Lawyers can use natural language or voice commands to move matters through stages, draft engagement agreements, create tasks, schedule meetings, and prepare client updates. Referent keeps lawyers in control by requiring approval for critical actions before they happen. The platform also supports workspace import so firms can bring over clients, matters, tasks, files, emails, and related records from existing tools. Referent emphasizes data ownership, confidentiality, customer isolation, no AI training on firm data, no selling of client information, access controls, deletion controls, and auditable AI actions. Referent helps law firms become AI-native by letting agents handle routine operations while lawyers focus on clients, relationships, strategy, and growth.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Gainsight
Yes
Influitive Virtual EventHub
Yes
Salesforce
Yes
Slack
Yes
SlapFive
Yes
TechValidate
Yes
Integrations
Gainsight
No
Influitive Virtual EventHub
No
Salesforce
No
Slack
No
SlapFive
No
TechValidate
No
Pricing Details
$14 per user per month
Volume pricing available
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Point of Reference
Founded
2003
Country
United States
Website
www.point-of-reference.com
Vendor Details
Company Name
AI Lawtech Sp. z O.O.
Country
United States
Website
referent.law
Product Features
Account Based Marketing
Analytics
No
Campaign Personalization
No
Customer Segmentation
No
Engagement Monitoring
Yes
Lead Nurturing
No
Lead Scoring
No
Progress Tracking
Yes
Prospecting Tools
Yes
Target Account Identification
No
Customer Reference Management
Nomination Tracking
Yes
Program Notices
Yes
Reference Usage Tracking
Yes
Reward Distribution
Yes
Search
Yes
Product Features
Law Practice Management
Billing & Invoicing
No
CRM
No
Calendar Management
No
Client Portal
No
Conflict Management
No
Contract Management
No
Document Management
No
Email Management
No
Legal Case Management
No
Task Management
No
Time Tracking
No
Trust Accounting
No